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Financial Archetypes: The Saver

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Financial Archetypes: The Saver

De : Brent Kessel CFP, MBA Spencer Sherman
Lu par : Brent Kessel CFP
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With The Money and Spirit Workshop, wealth advisors Brent Kessel and Spencer Sherman offer an immersive home-study course for using spiritual wisdom to create financial security and prosperity. In this session excerpted from the full program, they introduce you to one of the eight financial archetypes—part of their practical approach for transforming and enhancing your relationship with money.

Financial Archetypes: The Saver

A big number in a bank account can make the Saver archetype feel safe and secure. It’s great to plan ahead, but how happy and generous can we be when we’re fixated on hoarding treasure? Here we’ll explore the Saver’s challenge of feeling trapped by uncertainty and learn some practical tips for promoting compassion, courage, and pleasure in the present.

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